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Vanguard Morningstar Large-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
326
Marquette Asset Management
Minnesota
$260K
KIA
327
KCM Investment Advisors
California
$255K
AIM
328
Acropolis Investment Management
Missouri
$254K +$23K +183 +10%
MGIA
329
Moneta Group Investment Advisors
Missouri
$250K +$247K +1,970 +2,096%
NEPWA
330
New England Private Wealth Advisors
Massachusetts
$248K +$1.13K +9 +0.4%
CC
331
Courier Capital
New York
$245K -$43.9K -350 -15%
S
332
SignatureFD
Georgia
$241K +$250K +1,989 New
WPC
333
Waters Parkerson & Co
Louisiana
$236K
BAC
334
Boys Arnold & Co
North Carolina
$236K +$241K +1,920 New
Citadel Advisors
335
Citadel Advisors
Florida
$230K -$325K -2,590 -58%
SBL
336
Sargent Bickham Lagudis
Colorado
$230K
PCA
337
Personal Capital Advisors
California
$228K -$33.1K -264 -12%
BWM
338
BerganKDV Wealth Management
Minnesota
$225K +$20.1K +160 +9%
FPFS
339
First Personal Financial Services
North Carolina
$225K +$228K +1,818 +4,545%
QAM
340
QCI Asset Management
New York
$224K
EFS
341
Essex Financial Services
Connecticut
$224K +$232K +1,847 New
PPA
342
Parametric Portfolio Associates
Washington
$219K -$21.8K -174 -9%
RIA
343
Regal Investment Advisors
Michigan
$216K +$126 +1 +0.1%
LFS
344
Legacy Financial Strategies
Kansas
$216K +$16.2K +129 +8%
HCA
345
Harbour Capital Advisors
Virginia
$214K +$221K +1,763 New
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$207K
TSWM
347
Triangle Securities Wealth Management
North Carolina
$206K
FCI
348
Financial Counselors Inc
Kansas
$201K -$35.7K -284 -15%
CRC
349
Curi RMB Capital
Illinois
$201K
CAW
350
Cornerstone Advisors (Washington)
Washington
$194K